How to Effectively Use Workflow Trigger Filters in HighLevel

There’s so much you can do in HighLevel to automate your business. But the question we always get is, “Where do I start?”

In this episode of HighLevel Hot Takes, I’ll walk you through the process of setting up workflow trigger filters in HighLevel to achieve the desired actions you want out of your workflow.

We’ll explore what a HighLevel workflow is, the various trigger filters you can use and their corresponding outcomes, common errors people make when setting up a workflow trigger, and more.

Let’s dive in!

Key Takeaways:

Introduction (00:00)

The anatomy of a workflow (00:35)

Filtering by order form submitted, funnel, and steps (01:23)

What happens when you don’t use the filters (03:36)

An example of a product workflow trigger (04:16)

Common errors people make when building trigger workflows (06:44)

Episode wrap-up (10:32)

Additional Resources:

- Sign up for my FREE SaaS Masterclass here

- Get a FREE Trial of HighLevel. This is an affiliate link, and I get commissions for purchases made through this link: here

- Join our Facebook Group here

- Subscribe to HL Pro Tools on YouTube here

- Check out HighLevel guides and tutorials here

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HighLevel Hot Takes is a dedicated podcast for everything HighLevel. From understanding how HighLevel works as a tool to the business side of things, we have it all covered here, one hot take at a time, so that you can move your business forward.

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